SPECIALIZING IN BUSINESS 401(K) SERVICE
FISHER INVESTMENTS 401(k) SOLUTIONS
Investment adviser serving small and mid-sized businessesSave Time Managing 401(k) 401(k) Investments
We Specialize in Business Retirement Plans. Period.
We are one of the nation's largest investment advisers serving small and mid-sized businesses, and an institutional money manager. Our team of dedicated retirement plan professionals will take the time to understand the unique needs of your business and recommend a retirement plan to achieve your goals.
A service model designed for you and your employees.
Our dedicated support team consists of retirement professionals--and that's what we specialize in. We want you and your employees to meet your retirement goals and the resources we offer your business reflect that mission.
Common Reasons Businesses Make A Switch
Deliver more value to employees with a 401(k) plan adviser who focuses on your business.
POPULAR CONTENTSEE BLOGS
Safe Harbor 401(k)
A Safe Harbor 401(k) plan is a type of 401(k) with an employer match that allows you to avoid most annual compliance tests.
What is a 408(b)(2)?
Generally speaking, a 408(b)(2) disclosure is a fee document associated with employer-sponsored retirement plans.
Types of Profit Sharing Plans
Profit sharing 401(k) plans work like this: A business sets aside a portion of its pre-tax profits to contribute to their employees’ retirement accounts.
Former Employees with a 401(k) Balance
Your business can spend a lot of extra time and money over the years if former employees choose to keep their savings in your 401(k) plan.
401(k) RESOURCE LIBRARY
Go to the 401(k) Resource library to access helpful in-depth articles, videos and tools that support professionals who manage their company's 401(k) plan. Education and training make managing a 401(k) plan easier, while helping improve the retirement outcomes of employees.
Stay up to date on 401(k) trends with the Fisher Investments 401(k) Solutions blog. Published regularly, articles cover 401(k) topics like how to increase employee participation, how to set up a 401(k) and news-related items.